How to Find Gun Stocks in Your Fund Portfolios
Some steps that you can take to analyze your exposure to gun manufacturers.
Jon Hale
Jon Hale, Ph.D., CFA, is director of sustainability research for the Americas at Sustainalytics. He directs the company’s research initiatives on sustainable investing, beginning with the launch of the Morningstar Sustainability Rating™ for funds in 2016.
Before assuming this role in 2016, Hale was director of manager research for Morningstar, where he led approximately 60 manager research analysts based in North America and oversaw the team’s operations, thought leadership, and manager research coverage across asset classes.
Hale first joined Morningstar in 1995 as a mutual fund analyst and helped launch the firm’s institutional investment consulting business in 1998. He left the company in 1999 to work for Domini Social Investments before rejoining Morningstar as a senior investment consultant in 2001. He became managing consultant in 2009 and head of the investment advisory unit in 2014.
Hale holds a bachelor’s degree, with honors, from the University of Oklahoma and a doctorate in political science from Indiana University. Follow Jon on Twitter: @Jon_F_Hale
Latest
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But these claims are misguided as few ESG funds exclude all fossil fuel, defense stocks.
Apr 1, 2022
The SEC's Proposed Climate-Risk Rule Helps All Investors
It will also help public companies come to terms with their climate-related risks.
Mar 24, 2022
Let's Hope New Texas Law Turns Out to Be 'All Hat, No Cattle'
Blacklisting climate-aware asset managers adds risk to worker retirement savings.
Mar 18, 2022
Sustainable Investing and the Russian Invasion of Ukraine
It's not only about exclusions.
Mar 11, 2022
Sustainable Funds Have Lower Russia Exposure
But is it appropriate to invest in autocratic regimes at all?
Mar 3, 2022
A Long-Term Commitment to Sustainability Can Help Investors Weather Short-Term Market Turmoil
But some sustainable investors may want to adjust their style exposure.
Feb 25, 2022
Sustainable Funds Landscape - Highlights and Observations
Let's try for greater transparency in 2022.
Feb 18, 2022
Most Sustainable Funds Sidestepped the Meta Plunge
With a few big exceptions: funds from iShares, Vanguard, and Dimensional.
Feb 4, 2022
What The Wall Street Journal Missed About Sustainable Investing
Sustainable investing isn't a craze, and sustainable investors aren't naive.
Jan 28, 2022
Corporations Are Changing. Exhibit No. 1: Larry Fink's Letter
Sustainable investing is the means to achieve "stakeholder capitalism" and achieve competitive investment results.
Jan 21, 2022
Sustainable Index Funds Produce Strong Gains in 2021
Performance bolsters the case that ESG ratings and metrics can deliver competitive returns.
Jan 14, 2022
ESG Ratings Are Bottom-Line Focused, but Have Broader Impacts
Sustainable investing seeks both good returns and broader impact.
Jan 7, 2022
4 Things to Keep in Mind About Sustainable Investing in 2022
And four ways that it's having a broader impact on the world.
Dec 21, 2021
The Morningstar Sustainable-Investing Framework
Clear terminology leads to greater understanding of an evolving area.
Dec 15, 2021
The ESG Advisor: Here's What to Know About the Labor Dept.'s Proposed Rule to Ease ESG Investing in Your 401(k) Plan
Proposed new rule is a model of rational policymaking, allowing fiduciaries to factor in climate change and other risks.
Dec 3, 2021
The ESG Advisor: Investors Are Playing a Crucial Role on Climate as Governments Struggle to Act
Financial intermediaries need more help to advise clients on how to become climate-aware investors.
Nov 19, 2021
The ESG Advisor: Index Funds Pose Problems for Asset Manager Net-Zero Commitments
Passive managers need to get more active on the ownership side.
Nov 12, 2021
The ESG Advisor: Asset Managers Are Making Net Zero Carbon Commitments
It’s a start. Advisors can do this, too.
Nov 5, 2021